Gate Access Assist

Overview: This article intends to provide a series of steps for assigning volunteers to correspond with existing Inmates. 

Type of System Access: To follow this article, the minimum permissions needed is Facilities with approval set to Facility Contact for the Facility.

Assign Volunteers to Correspond with Inmates not yet in Gate Access

Step 1 From the Navigation Panel, select Facilities.

Step 2 Enter the Facility Name, City, or Branch ID, then click the Search.

• Note: Volunteers with Facility Administrative Access Levelwill see facilities they are assigned to.
  1. Zone and Regional Administrative Access Level will search within the States and Zones that are assigned to their volunteer profile.

Step 3 Click on the desired Facility Name.

Step 4 Select the Inmates Tab.

Step 5 To add a new Inmate, click the Add Icon.

Step 6 On the Add Inmate page, fill out the Profile of the Inmate.

• Under the Personal Info card, the fields Gender *, First Name *, and Last Name * are required fields.
• Under the Location Info card, enter any Housing Notes about the Inmate that would be helpful.
• Click Save to add the new Inmate to the Facility.

Step 7 You are now on the newly created Inmate’s Profile page. Click the Status at the top of the Profile page.

Step 8 From the Interest card, the Correspondence box should be selected.  

• Note: If the Spiritual Status has not been defined, select the dropdown menu in the Status card to select the Inmate’s Spiritual Status. After you select the Inmate’s Spiritual Status, the Interest card will appear below. Select any boxes that apply to the Inmate’s interest level.

Step 9 From the Primary Correspondence Volunteer dropdown menu, select the primary Volunteer to correspond with the Inmate. From the Correspondence Volunteer dropdown menu, select the alternate Volunteer to correspond with the Inmate.

• Note: To assign more than two Volunteers, click the + Add Volunteer button to add as many alternate Volunteers as needed.

Step 10 Click the Save button

Assign Volunteers to Correspond with Existing Inmates in Gate Access

Step 1 From the Navigation Panel, select Facilities.

Step 2 Enter the Facility Name, City, or Branch ID, then click the Search.

• Note: Volunteers with Facility Administrative Access Levelwill see facilities they are assigned to.
  1. Zone and Regional Administrative Access Level will search within the States and Zones that are assigned to their volunteer profile.

Step 3 Click on the desired Facility Name.

Step 4 Select the Inmates Tab.

Step 5 From Search, enter the Inmate’s name and click on the Search Icon.   Click on the Inmates’ name.

Step 6 From the Inmates Profile, select Status Tab.  

Step 7 From the Interest card, the Correspondence box should be selected.  

• Note: If the Spiritual Status has not been defined, select the dropdown menu in the Status card to select the Inmate’s Spiritual Status. After you select the Inmate’s Spiritual Status, the Interest card will appear below. Select any boxes that apply to the Inmate’s interest level.

Step 8 From the Primary Correspondence Volunteer dropdown menu, select the primary Volunteer to correspond with the Inmate. From the Correspondence Volunteer dropdown menu, select the alternate Volunteer to correspond with the Inmate.

• Note: To assign more than two Volunteers, click the + Add Volunteer button to add as many alternate Volunteers as needed.

Step 9 Click the Save button.

Last Updated: May 20, 2023